| 25.26 Net Asset Value | -1.33% 1 Day | +13.84% Year-to-Date | Overall Morningstar Rating |
| Large blend Style or Category | No Load Sales Expenses | 0.10% Expense Ratio | Below Average Morningstar Risk Rating™ |
| 1 month | -0.08% | 3 years | +17.12% | |
| 3 months | +5.03% | 5 years | +5.12% | |
| 1 year | +27.89% | Since inception | +6.02% |
| SWPPX | Category | |
|---|---|---|
| Performance 5-yr return | +5.12% | +4.80% |
| Expense ratio | 0.10% | 1.18% |
| Risk 5 year sharpe ratio | 0.36 | 0.30 |
| Net assets | $15.0B | $2.7B |
| Average market cap | $56.1B | $57.0B |
| Average P/E | 15.6 | 16.4 |
| Portfolio turnover | 2% | 2% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Schwab Funds |
| Fund manager & tenure | Ron Toll / 5 Years |
| Minimal initial investment | $100.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 15.80% |
| Healthcare | 11.81% |
| Industrial materials | 11.69% |
| Energy | 11.51% |
| Hardware | 9.21% |
| AAPL Apple Inc | 3.04% |
| XOM Exxon Mobil Corporation | 2.91% |
| -- S+p 500 E Mini Index Futures Mar13 Xiom | 2.39% |
| GE General Electric Co | 1.66% |
| CVX Chevron Corp | 1.60% |
| IBM International Business Machines Corp | 1.53% |
| MSFT Microsoft Corporation | 1.48% |
| PG Procter & Gamble Co | 1.46% |
| JNJ Johnson & Johnson | 1.46% |
| GOOG Google, Inc. Class A | 1.43% |
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